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About the Role
Support the successful onboarding of employers joining the CAAT Pension Plan by coordinating documentation, internal approvals, due diligence, and stakeholder communications to ensure timely, accurate, and responsive support. Navigate complex onboarding scenarios and contribute to a streamlined process and positive employer experience.
Responsibilities
- Coordinate the onboarding of small employers, following established procedures, checklists, timelines, and service standards.
- Serve as the main point of contact for employers and stakeholders, responding to questions and coordinating information requests.
- Conduct basic needs analyses to determine the appropriate onboarding approach within established guidelines.
- Coordinate the completion of internal governance documents and other onboarding requirements.
- Anticipate potential documentation delays and take proactive steps to keep the onboarding process moving forward.
- Complete employer due diligence activities, including credit checks and reviews of relevant member information, escalating findings when management involvement is required.
- Provide stakeholders with relevant, accurate, and timely information by telephone and email.
- Identify opportunities to strengthen procedures and improve the overall onboarding experience.
- Support front-line service needs by responding to inquiries from employers, members, and third parties, as required.
Requirements
- Post secondary education, or an equivalent combination of education, training, and experience.
- Two to five years of experience in customer service, pensions, financial services, or a related environment.
- Knowledge of pensions and the ability to apply that knowledge when supporting employers.
- Strong coordination and organizational skills, with close attention to deadlines, documentation, and accuracy.
- The ability to assess complex issues, solve problems, and escalate matters appropriately.
- Strong relationship-building and communication skills, with the ability to work effectively across teams and with external stakeholders.
- Proven ability to prioritize multiple tasks, manage competing deadlines, and pivot quickly as business needs evolve.
- Proficiency with Microsoft Office applications.
Skills
- Bilingual (French) is considered an asset.
Location
- Remote
Work Type
- Full-time
Experience Level
- Senior
Education Level
- Post secondary education
Salary/Compensations
- $84,100.00-$98,900.00
Benefits
- Opportunities to learn and master skills while cultivating new ones.
- Total Rewards program that feeds and prioritizes physical, mental, and financial wellness.
- Flexible work arrangements.
- Comprehensive benefits.
- Wellness incentives.
- Defined benefit pension plan.
- Lively environment where creativity and open communication thrive.
- Competitive compensation.
About the Company
- CAAT is one of the fastest-growing pensions in the country, challenging the status quo and making a real impact on hundreds of employers.
- Driven by core values and a shared purpose, CAAT is a fierce champion for better retirement security with a can-do culture.
- CAAT believes innovation, passion, and purpose are ingredients for a great work environment.
- CAAT is committed to attracting and keeping great talent.
- CAAT is consistently recognized as one of ‘Canada’s Most Admired Corporate Cultures’, one of ‘Greater Toronto’s Top Employers’, and one of the ‘Best Places to Work’.
Equal Opportunity
- CAAT Pension Plan is an equal opportunity employer, and we will accommodate any needs under the Accessibility for Ontarians with Disabilities Act and the Ontario Human Rights Code.
- Hiring processes will be modified to remove barriers to accommodate those with disabilities, if requested.
- Should any applicant require accommodation through the application processes, please contact us at hr@caatpension.ca or call Human Resources at 416-673-9000 for assistance.
- DEIB at CAAT means we respect and value the broadest range of experiences, geographies, gender, ethnicities, backgrounds, and perspectives as key elements of our culture.
- Our vision is to provide an environment where employees can bring their best, professional, authentic, selves to work.